Billing & Cash Register overview

The Billing & Cash Register module is the financial center of PetSoph: here the clinic’s services (consultations, vaccinations, surgeries, grooming and stays) are invoiced and the owners pay at the cash register. It connects clinical activity with money: each clinical act generates one invoice, and each invoice is collected once.

Getting there

  1. Side menu Billing & Cash → Cash Register — where payments, shifts and close-outs live.
  2. Also reachable per act from the clinical record Consolidated check-out.

What you can do here

Area Screen Purpose
Billing Invoices Create, view, collect and void invoices
Cash Register Cash Shifts Open a shift, register collections, close with the arqueo
Cash Register Close-out & Cuts Per-period reports and cash cut

Billing and Cash module overview Figure 1. Invoices list and financial control overview.

Key ideas

One invoice per clinical act

Each clinical act (consultation, vaccination, surgery, grooming, stay) is billed exactly once. If it already has an invoice, the system blocks a second billing with a warning.

The invoice number

Every invoice gets a sequential number: FAC-{year}-{consecutive 5 digits} (e.g. FAC-2026-00001). The consecutive is per year and returns to 00001 in January.

The cash shift

To collect money you need an open cash shift (cashier’s daily session). Without it the system blocks all billing with a warning.

Importante

To bill, the pet needs a main owner and there must be an open cash shift. Without an owner or an open shift, the system blocks the operation and warns you.

Void, don’t delete

A clinical act that is already invoiced cannot be deleted from the record. To correct it you must void the invoice from the Cash Register; only then the act returns to ready to bill.

What’s next